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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$421K +$387K +8,351 New
DC
177
Davenport & Co
Virginia
$397K +$45.2K +975 +14%
EFG
178
Everhart Financial Group
Ohio
$390K +$89.9K +1,940 +33%
AB
179
Amalgamated Bank
New York
$365K -$5.28K -114 -2%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$334K +$27.8K +600 +10%
MIM
181
MetLife Investment Management
New Jersey
$331K -$6.02K -130 -2%
RIL
182
Rothschild Investment LLC
Illinois
$327K -$9.27K -200 -3%
APF
183
Alaska Permanent Fund
Alaska
$320K
MSRPS
184
Maryland State Retirement & Pension System
Maryland
$315K -$111K -2,396 -28%
1CM
185
1492 Capital Management
Wisconsin
$303K
URS
186
Utah Retirement Systems
Utah
$302K
PAS
187
Park Avenue Securities
New York
$299K +$275K +5,944 New
HNB
188
Hilltop National Bank
Wyoming
$298K
MML Investors Services
189
MML Investors Services
Massachusetts
$296K +$272K +5,867 New
KeyBank National Association
190
KeyBank National Association
Ohio
$282K +$260K +5,606 New
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$280K -$134K -2,893 -34%
AssetMark Inc
192
AssetMark Inc
California
$273K +$27.3K +589 +12%
IPW
193
Impact Partnership Wealth
Georgia
$267K +$246K +5,302 New
US Bancorp
194
US Bancorp
Minnesota
$257K +$225K +4,867 +2,054%
AAM
195
Advisors Asset Management
Colorado
$248K -$49.2K -1,063 -18%
BHPW
196
Beverly Hills Private Wealth
California
$237K -$48.1K -1,039 -18%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$235K +$216K +4,670 New
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$233K +$215K +4,633 New
KWMG
199
King Wealth Management Group
Florida
$227K +$208K +4,500 New
MLA
200
My Legacy Advisors
Oregon
$215K +$198K +4,272 New